DaveF1006
Employee Tax Expert

State tax filing

You can also report this in your New York State return and not request a W2. To report:

 

  1. Go to federal>state taxes.
  2. Add New York State
  3. Navigate through the initial screens verifying the fact that you are reporting this return as a New York state non-resident.
  4. You will eventually reach a screen asking if you lived in NYS.  Here you will say no.
  5. Then the program will ask the question if you have NY sourced income.  You will say yes to this question since it was reported on the W2.
  6. Then there will be a screen that mentions New York income Allocation.  You will say no that your wages were not earned in NYS.
  7. Then you will reach a W2 summary page. Here select edit next to the W2.
  8. Next it will ask you how to allocate these wages. indicate you wish to allocate by percentage.
  9. Next put 0 as the percentage amount.  This will allow you to claim all your taxes owed to the state of NY. To illustrate this I have included a before and after screenshot illustrating my example.  Notice the change in refund amounts.

 

@alejandro_d 

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